Home Help CentreService Provider Portal Tasks

Tasks

Who can use this feature?

  • Users with the Job Portal Counsellor or SPO Manager role.

Add a task

There are two ways to archive a client or lead:

From the Tasks screen

1. Select +New Task.

2. In the Add Task window, the following information can then be entered:

  • Client: Specify the client the task is related to.
  • Task Name: State what needs to be done.
  • Due Date: Choose a due date for the task.
  • Who’s Responsible: A task can be assigned to one or more caseworkers.
  • Details (optional): Provide a description for the task, be as detailed as you wish.
  • If you cancel or close the Add Note window, your Task will be cancelled as well.

3. Select Save Task to complete the action.

  • All of the mandatory fields must be entered before a task can be saved.

From a user profile

1. Navigate to the Case Notes tab and select +New Task.

2. In the Add Task window, the following information can then be entered:

  • Client:
  • Task Name: What needs to be done.
  • Due Date: Choose a due date for the task.
  • Who’s Responsible: A task can be assigned to one or more caseworkers.
  • Details (optional): Provide a description for the task, be as detailed as you wish.
  • If you cancel or close the Add Note window, your Task will be cancelled as well.

3. Select Save Task to complete the action.

  • All of the mandatory fields must be entered before a task can be saved.

Edit a task

1. Navigate to the Tasks screen, select the 3-dots icon and choose Edit.

2. Make your desired edits and select Save Task.

Reschedule a task

1. Navigate to the Tasks screen, select the 3-dots icon and choose Postpone.

2. Choose one of the Postpone options and select Update.

Postpone options include:

  • One Week: Reschedules the task one week past the original due date.
  • Two Weeks: Reschedules the task two weeks past the original due date.
  • Three Weeks: Reschedules the task three weeks past the original due date.
  • Four Weeks: Reschedules the task four weeks past the original due date.
  • Custom Date: Allows you to specify a new due date.

Reassign a task

1. Navigate to the Tasks screen, select the 3-dots icon and choose Reassign.

2. You can remove the existing staff and add a new staff member or leave the existing assignment and add another staff member. Select Update to complete the action.

Delete a task

1. Navigate to the Tasks screen, select the 3-dots icon and choose Delete.

2. Select Delete Task to complete the action.